Financial health check

I authorise Gardiner Hall & Co to provide the following information to their licenced associates, (Keystone Wealth Advice & Legendary Finance). This is solely for the purpose to contact me should they identify an opportunity that would be beneficial to my current financial position. I understand this data will be used for general advice only and no other personal information will be provided to these associates without formal consent.

    Your details


    Existing Loans

    Owner OccupierInvestment PropertyBusiness and Commercial Loan


    Existing Personal Risk Insurance

    Non-SmokerSmoker


    Life and Total & Permanent Disability (TPD) Cover

    Super FundSelf

    Any OccupationOwn OccupationNot Sure

    SteppedLevelNot Sure


    Income Protection Cover

    Super FundSelf

    14 days30 days90 daysOther

    2 years5 yearsTo Age 65Other

    SteppedLevelNot Sure